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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7192 results found

  1. Show how long recipients spent on the entire document even if it was not completed.

    4 votes

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    1 comment  ·  Other  ·  Admin →
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  2. Options are only partially visible in the preview and in the PDF. Often, only one option is visible. I’ve already tried both approaches: one where an option was preselected, and another where no option was preselected.

    1 vote

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  3. To be allowed to set the zoom level for the preview view. Currently, the preview of the offer stretches across the entire width of large screens, which doesn't look good. Some customers won't know how to scale it down themselves.

    1 vote

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  4. Enable internal links – so that I can place a button which links to another page within the document.

    1 vote

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    1. The ability to insert colored rectangles or other geometric shapes (like lines!), e.g., as a background. Currently, this is only possible with a text box. That’s not very elegant.

    2. Freely define the spacing between elements, instead of having to adjust spacing in a cumbersome way.

    3. Ability to layer elements on top of each other in terms of z-order.

    1 vote

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  5. Hide the Timeline panel on the right side of the Overview page

    2 votes

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  6. Have the ability to set a conditional rule for Initials so when the recipient chooses to put their initials on 1 field, they can't put it on the other.

    2 votes

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  7. Adding a filter parameter to List Documents API endpoint that would identify only documents sent using Bulk Send.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  8. The option to disable document download for Collaborators (guest license users).

    2 votes

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  9. Add document attachments to the PDF of the completed document.

    1 vote

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  10. Toggle on warnings of likely page breaks before I send a document. Or increase the visibility of the small grey text

    1 vote

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  11. Filter documents by attachments.

    1 vote

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  12. Ability to copy Smart Forms into other Workspace.

    There's a post that mentions this feature, but for the normal Forms here: https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/45975388-ability-to-copy-forms-into-another-workspace

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  13. Currently, we understand that only the first three active string-type custom fields enabled for sales forms in QuickBooks Online (QBO) are supported for data merge rules in PandaDoc.

    We would like to request the possibility of removing this limitation and enabling support for more than three custom fields.

    2 votes

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  14. Option to display custom integrations in the PandaDoc UI side panel (under Extensions). For example, it would be beneficial if the Legal team had access to a custom integration to fill in, edit, or check the Customer ID/Project ID information.

    3 votes

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  15. eine Automation, die dafür sorgt, eine Erinnerung zur Unterschrift von PandaDoc an den AP schickt.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  16. Ability to enable ID Check on forms and make it required

    1 vote

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  17. Have a way to limit the clients response to the form sent to them

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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  18. We would like the deposit to be charged at signing and then the recurring payments start 15 days later

    1 vote

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  19. 1 vote

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